Administration Assistant

Admin Assistant Mortgage Operations (MM Consultancy-Noida)

This role is designed for someone who is organised, detail-oriented, and committed to delivering a smooth, fast, and error-free client experience.

You will be the backbone of our mortgage processing workflow, ensuring timely followups, accurate documentation, and seamless coordination between clients, banks, and our sales team.

Job Objective

• Ensure smooth and fast login of all mortgage cases
• Deliver best client experience through timely communication
• Avoid delays, errors, and rework
• Contribute to organisation reputation and growth

Key Responsibilities

• Coordinate with sales to understand client profile and transaction details
• Suggest required documentation based on case type
• Prepare quotations/compressions
• Conduct case assessment and suitability checks
• Collect, organise, rename, and save all client documents
• Prepare case files, credit notes, and application forms
• Upload and login cases with respective banks
• Send postlogin communication to clients (proposal, fees, next steps)
• Act as the single point of contact for clients
• Maintain daily CRM updates and upload all documents

Required Skills & Competencies

• Strong communication skills (WhatsApp + email)
• Highly organised and detailoriented
• Ability to learn mortgage processes quickly
• Good understanding of documentation and compliance
• CRM proficiency (training provided)
• Professional, calm, and clientfriendly personality
• English proficiency; Hindi preferred